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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (1664)	6/17/2001 9:58:47 AM
From: gbh	Read Replies (1) \| Respond to of 3294

Ray, the anecdotal evidence from EBAY is interesting. I wish we had something to compare it against from 2 years ago. Slightly off-topic, but the EBAY CEO just Friday called her business "recession proof". public.wsj.com Certainly seems like an unassailable business model, given their virtual lock on that market. My wife buys and sells there all the time. EBAY holds no inventory and just collects fees. Basically, they have zero risk that I can figure out. I recently used them to sell lots of old computer stuff that I had lying around collecting dust. Some old motherboards, ISA cards, memory, etc. Got about $250 for those odds and ends. And sold every item. Not an endorsement for EBAY stock (but maybe it should be), just some off-topic banter. Gary

To: Raymond Duray who wrote (1664)	6/18/2001 12:48:18 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 3294

re: pro forma profitable, except for inventory problems. As Gail Collilns in NY Times said quoting Bush's Treasury Secretary: "If you set aside Three Mile Island and Chernobyl, the safety record of nuclear is really very good." Indeed, She added: "...the president has to do what he thinks best. He's the guy with the mandate, if you set aside the irregularities in Florida and the fact that he lost the popular vote. O'Neill is onto something. This is a linguistic construct for our time: • If you set aside the divorce, the "Love Nest" headlines, the cancer and the term limits, New York's Mayor Rudy Giuliani is in clover. • If you set aside April and May, Jenna's been having a great freshman year. • Maxwell Taylor Kennedy, a son of Robert Kennedy, dropped out of the Congressional race in Massachusetts yesterday. He had enormous political potential if you set aside an inability to read a prepared script, a tendency to giggle at inappropriate moments and an arrest record for an assault committed in the company of his cousin Michael Skakel, the current murder defendant. • Aside from the script and the actors, "Pearl Harbor" was one heck of a movie. • A friend who had been watching the all-execution-all-the-time coverage on cable TV yesterday reported that someone had put in a good word for Timothy McVeigh by saying it was sad that a person's entire life would be judged by the worst thing he did. If you set aside . .

To: Raymond Duray who wrote (1664)	6/19/2001 12:01:34 AM
From: OWN STOCK	Respond to of 3294

Ray: All that eBay stuff is dot com junk, and has little or nothing to do with the fiber optic backbone, or JDSU. As to VoIP protocol issues, that was never a big driver for HFC (hybrid fiber coax = cable) anyway...AT&T is upgrading what used to be TCI for the digital video-on-demand market, and the local competitive telco access stuff is being worked over POTS Copper (finally). Internet access over coax is a second thought, in reality the digital down channel is for the video, and the digital up channel is the "order wire" for the video. "Bundle" deals (local/long tel plus cable plus internet) aka financial technology will work nicely in that regard. The intensity of the battle should give some hint as to the rewards. But agree, if VoIP happens, it will be big bandwidth hog...great news for JDSU! Charge on. -Own